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A4 Wealth Advisors’s Medtronic MDT Stock Holding History

A4 Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216K Sell
2,496
-1,715
-41% -$164K 0.18% 91
2025
Q4 		$405K Sell
4,211
-2,887
-41% -$280K 0.35% 58
2025
Q3 		$676K Buy
+7,098
New +$652K 0.57% 46

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

A4 Wealth Advisors's MDT Position: Q1 2026 in Review

A4 Wealth Advisors reduced its Medtronic (MDT) stake by 41% in Q1 2026, selling an estimated $164K and leaving 2,496 shares worth $216K. The position accounts for 0.18% of the portfolio, ranked #91.

A4 Wealth Advisors first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $676K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • A4 Wealth Advisors held 2,496 shares of Medtronic worth $216K as of Q1 2026.
  • A4 Wealth Advisors sold 1,715 Medtronic shares in Q1 2026, an estimated $164K.
  • Medtronic made up 0.18% of A4 Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • A4 Wealth Advisors first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • A4 Wealth Advisors's Medtronic position peaked at $676K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.